Technical training of and ongoing product support to Financial Advisors · Dealing with queries and providing track record; Insurance qualifications (NQF5 Financial planning or Wealth Management); Business degree;
client relationships
DISCIPLINE(S)/BUSINESS PROCESS(ES): LEADERSHIP Horizon Planning Financial Management Contracts/Customer/Supplier Management Account functions financial requirements Implements and manages functional area's financial plan and budget budget Prepares financial reports Checks and controls functional area income Reports any deviations from
player in South Africa's financial services industry. We're passionate about financial services and the good needs. We're applying these same principles to financial services to create products that better meet our (Essential) • Relevant tertiary qualification; B.Com in Financial Planning (Beneficial). Your Outputs (include but
player in South Africa's financial services industry. We're passionate about financial services and the good needs. We're applying these same principles to financial services to create products that better meet our (Essential) • Relevant tertiary qualification; B.Com in Financial Planning (Beneficial). Your Outputs (include but
apturing and taking minutes of meetings from Financial Advisors interaction with clients
Capturing applications
Ensuring that compliance documentation and Financial Needs Analysis (FNA) accompany all new business portfolios as well as uploading quotations prior to Financial Advisor/s meeting with the client
Ensuring that may be received by the Advisor/s and the Financial Planning Practice
Striving to assist your
just a company; we're a revolution in the financial services industry! With about 120 dedicated sales Our goal? To be a world-class leader in direct financial services by providing excellent service, superior plays a significant role in transforming the Financial Services industry and become a beacon of change and persuasion skills to offer life-changing financial solutions.
experience in lead management. Excellent business and financial acumen. Manage a team and customers professionally requirements throughout the business, according to financial resources available and in line with overall company Continually monitor the financial situation on a daily/ weekly basis to achieve financial objectives via sales experience in a sales Manager position. Sound financial conceptualisation and management. The ability
A financial services company seeks to employ the services of an innovative go-getter who is able to go and relationship building; Identify the primary financial and emotional needs of the potential client by linking it to the credit matrix Identify the financial problems / challenges faced by the potential client
A financial services company seeks to employ the services of an innovative go-getter who is able to go and relationship building; Identify the primary financial and emotional needs of the potential client by linking it to the credit matrix Identify the financial problems / challenges faced by the potential client